Lock In A Higher Income Stream Before The Rates Drop
Podcasts > My Money Is Safe
Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.
Saturday, November 1, 2025
Hosts Greg Elie & Patti Jaynes warn: Fed rate cuts are imminent, and procrastinating just cost one client 20% of their lifetime income. Recorded the day Jerome Powell signaled a likely quarter-point drop, Greg shares two real client stories—one who locked in peak rates on $1.2 million, and another who waited and lost. The pair dissect stagflation red flags—CNN’s 2.9% inflation report and a four-year spike in unemployment claims—along with the growing threat of AI job displacement. They explain why “rate shopping” CDs is reckless when governments from Vietnam to England are freezing non-digital accounts, and how to safeguard your savings before the next policy shift hits. On My Money Is Safe with Greg Elie, Greg & Patti reveal actionable strategies to protect your retirement: in-service rollovers, tax-harvesting Roth conversions, and how to generate 5–7% guaranteed lifetime income that outpaces the obsolete 4% rule. Call 1-800-440-0434 or visit mymoneyisafe.com before the window closes.
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